Morgan Stanley shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Wealth Dimensions Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $350k | 2.2k | 158.97 |
| 2025-06-30 | $310k | 2.2k | 140.88 |
| 2025-03-31 | $257k | 2.2k | 116.65 |
| 2024-12-31 | $286k | 2.3k | 125.71 |